Zimmermann Investment Management & Planning’s United Airlines UAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,922
Closed -$380K 121
2023
Q2
$380K Sell
6,922
-665
-9% -$36.5K 0.18% 76
2023
Q1
$336K Buy
+7,587
New +$336K 0.18% 86